Commerical Operations Specialist

Role Overview 

The Commercial Operations Specialist supports the Commercial and Customer Success teams in managing B2B customers from SMBs to global, multi-entity enterprise customers. This role is responsible for coordinating complex deal structures, maintaining data integrity across regions and systems, and ensuring seamless execution throughout the customer lifecycle—from initial sale to renewal—across multiple geographies and legal entities. 

Key Responsibilities 

1. Global Commercial Support (Enterprise Deals) 

• Support complex, multi-entity deal structures, including: 

• Multi-region pricing and currency handling 

• Parent–child account hierarchies 

• Consolidated vs. regional contracts 

• Coordinate global deal execution across Sales, Legal, and Finance teams in different regions 

• Assist with enterprise quote generation, approvals, and contract documentation 

• Assist with global renewals, co-terming, and contract alignment across entities 

• Ensure compliance with regional requirements (tax, invoicing, legal terms) 

• Maintain accurate opportunity and account structures in CRM for global customers 

• Gather, document, and update license and system information from customers to confirm what is being included in renewal contracts 

2. Advanced Systems & Data Management 

• Maintain complex account hierarchies and relationships in CRM (e.g., global parent / regional subsidiaries) 

• Ensure consistency of customer data across CRM, billing, and CS platforms 

• Support multi-currency, multi-entity reporting and forecasting 

• Build and maintain dashboards for global account performance 

• Identify and resolve data discrepancies across systems and regions 

• Troubleshoot system issues and escalate when needed 

3. Process Optimization for Scale 

• Design and improve processes for: 

• Global deal management 

• Multi-entity renewals and co-terming 

• Cross-regional handoffs 

• Document and standardize SOPs for handling enterprise account complexity 

• Identify automation opportunities to reduce manual work in high-touch enterprise processes 

• Support rollout of global tools, policies, and frameworks 

4. Cross-Functional & Cross-Regional Coordination 

• Act as a central coordination point for renewal and opportunity management across: 

• Regional Sales teams 

• Customer Success Managers (CSMs) 

• Finance, Legal, Billing, and Support 

• Support deal escalation management for high-value enterprise accounts 

Key Skills & Qualifications 

• 2–5 years of experience in Revenue Operations, Sales Ops, or Customer Success Ops in a SaaS environment 

• Experience supporting enterprise or global accounts with complex structures 

• Strong understanding of CRM systems (e.g., Salesforce), including account hierarchies 

• Familiarity with subscription billing and multi-entity environments (e.g., NetSuite) 

• Knowledge of multi-currency, tax, and regional compliance considerations 

• Exceptional attention to detail and ability to manage complexity 

• Strong stakeholder management across senior and global teams 

• Analytical skills with experience in reporting and data reconciliation

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